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Discover Your Wealth Mindset Level

Before you can grow your wealth, you need to understand where you're starting from — not in your bank account, but in your mind. This test will reveal which of the 5 Wealth Mindset Levels you're currently operating from. There are no right or wrong answers — only honest ones.

Answer each question based on how you truly think and feel about money right now, not how you wish you did. Your results will show you exactly where you are, remember Awareness is the first most important step of Transformation.

You will find what's keeping you there, and the Next Step to Move Forward.

 

Click the button below to start.

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Question 1 of 10

When you think about money, what feeling comes up first?

A

Fear — I'm constantly worried about not having enough to cover my basic needs. (1)

B

Stress — I feel like I'm always playing catch-up and there's never quite enough. (2)

C

Optimism — I believe there's enough for me and I'm building toward more. (3)

D

Alignment — money flows easily when I'm living in tune with my values. (4)

E

Responsibility — wealth is a tool I manage intentionally to create impact. (5)

Question 2 of 10

How do you typically respond when an unexpected bill or financial setback arrives?

A

Panic. I don't know how I'll manage and it consumes my thoughts. (1)

B

Frustration. I work hard but it feels like I can never get ahead. (2)

C

Problem-solving. It's inconvenient, but I trust I can figure it out. (3)

D

Calm. My financial foundation is solid and setbacks are just temporary. (4)

E

Learning. I use it as data to refine my systems and strategies. (5)

Question 3 of 10

What's your relationship with long-term financial planning?

A

I live day to day — long-term feels like a luxury I can't think about. (1)

B

I try, but month-to-month survival takes up all my mental energy. (2)

C

I have some savings goals and a loose plan I'm working toward. (3)

D

I have multiple income streams, investments, and a clear financial vision. (4)

E

My wealth works autonomously; I focus on legacy and generational impact. (5)

Question 4 of 10

When you see someone wealthier than you, what's your immediate reaction?

A

Resentment — it feels unfair and reinforces that the system is rigged. (1)

B

Envy mixed with hopelessness — I wonder why that can't be me. (2)

C

Curiosity and inspiration — I want to learn how they got there. (3)

D

Appreciation — their success affirms that abundance is possible for everyone. (4)

E

Collaboration mindset — I think about how we might create value together. (5)

Question 5 of 10

How do you feel about charging for your time, skills, or products? 

A

Deeply uncomfortable — I worry people will think I'm greedy or unworthy. (1)

B

Uncertain — I often undercharge or discount out of guilt. (2)

C

Fairly confident — I'm working on owning my value more fully. (3)

D

Empowered — I price based on transformation delivered, not hours spent. (4)

E

Strategic — pricing is a leadership conversation aligned to the value I create. (5)

Question 6 of 10

What does wealth mean to you at your core?

A

Safety — having enough so I'm not afraid of losing everything. (1)

B

Relief — having a little more so life isn't quite so hard. (2)

C

Freedom — the ability to choose how I spend my time and energy. (3)

D

Expansion — a flow of resources that grows as I grow. (4)

E

Legacy — wealth as a vehicle to shift systems and uplift others. (5)

Question 7 of 10

How do you talk about money in everyday life? 

A

I avoid the topic — it's too painful or embarrassing. (1)

B

I focus on what's lacking: bills, debt, or what I can't afford. (2)

C

I talk about goals, opportunities, and what I'm working toward. (3)

D

I discuss investments, strategy, and what I'm creating with money. (4)

E

I lead financial conversations in my community, family, or industry. (5)

Question 8 of 10

How does your money mindset affect your daily decisions?

A

Survival mode drives every choice — cost is always the deciding factor. (1)

B

I often sacrifice what I want to stay safe, even when I can afford it. (2)

C

I balance needs and desires consciously and am getting better at it. (3)

D

I invest in experiences, tools, and people that amplify my life. (4)

E

I make decisions from abundance, guided by vision and values — not fear. (5)

Question 9 of 10

When it comes to learning about money and wealth-building, you: 

A

Feel overwhelmed and don't know where to start — it all feels out of reach. (1)

B

Wish I could, but there's no spare time or energy after getting by. (2)

C

Actively read, listen to podcasts, and apply new money principles. (3)

D

Invest in mentors, masterminds, and high-level financial education. (4)

E

Teach others, mentor communities, and influence how people relate to wealth. (5)

Question 10 of 10

What is your vision for your financial future?

A

Just to get through the month without a crisis. (1)

B

To stop struggling and finally feel some stability. (2)

C

To be financially free and live on my own terms. (3)

D

To build generational wealth and create passive income streams. (4)

E

To lead economic transformation in my family, field, or community. (5)

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